Instrumental Wealth, LLC ISHARES TR Transaction History

Instrumental Wealth, LLC

385,717

Previous 367,159 5.05%

$10.1 Billion

Previous $9.37 Billion 8.02%

7.1%

Previous 7.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	N/A	18,558 Added 5.05%	385,717 $10.1 Billion
Q2 2025 Jul 16, 2025	BUY	N/A	11,167 Added 3.14%	367,159 $9.37 Billion
Q1 2025 Apr 28, 2025	BUY	N/A	2,296 Added 0.65%	355,992 $9.06 Billion
Q4 2024 Feb 24, 2025	BUY	N/A	28,534 Added 8.78%	353,696 $8.98 Billion
Q3 2024 Oct 15, 2024	BUY	N/A	10,617 Added 3.38%	325,162 $8.44 Billion

Q2 2024 Jul 26, 2024	BUY	N/A	11,524 Added 3.8%	314,545 $7.99 Billion
Q1 2024 May 29, 2024	SELL	N/A	-6,630 Reduced 2.14%	303,021 $7.56 Billion
Q4 2023 Jan 25, 2024	BUY	N/A	309,651 New	309,651 $7.87 Billion

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